+162.4%
XOP price history and return analytics
+66.2%
+96.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.1% |
| 7D | +0.6% | +1.0% | -0.4% | -0.3% |
| 30D | +16.5% | -0.2% | +16.8% | +16.7% |
| 3M | +15.7% | +4.5% | +11.2% | +10.3% |
| 6M | +19.2% | +14.1% | +5.1% | +2.8% |
| YTD | +55.0% | +14.8% | +40.2% | +32.4% |
| 1Y | +54.2% | +21.2% | +33.0% | +23.9% |
| 3Y | +35.9% | +76.6% | -40.7% | -27.9% |
| 5Y | +162.4% | +66.6% | +95.8% | +57.2% |
| All | +162.4% | +66.2% | +96.2% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling